Market Commentary for February 2017

A concise, easy-to-read summary of the latest events shaping investment markets.

Market overview – A modest start for the year, with a rise of 1.47% for the FTSE World Index.

  • UK – Economy continues to grow with GDP up 0.6% in the final quarter of 2016.
  • Europe – Starts the year with improved sentiment.
  • US – The Dow Jones of 30 leading US companies has made 19 new highs since the Presidential election.
  • Japan – A weak Yen should boost Japanese exports…
  • Emerging Markets – After a good year in 2016 emerging markets may face challenges.

The Commentary also contains the CAERUS Sentiment Indicator, which provides a very clear ‘dashboard’ of dials showing current sentiment towards the leading asset classes.